FSWUX Mutual Fund

NAV$13.43

AUM$245,308.25

TER0.44%

Holdings9

FSWUX Mutual Fund

NAV$13.43

Fidelity Advisor Sustainable Target Date 2025 Fund Class I

AUM$245,308.25

TER0.44%

Holdings9

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Holdings Overlap Analysis

Compare FSWUX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FSWUX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FSWUX Mutual Fund Overlap Analysis

FSWUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FSWUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSWUX may share significant positions with broad-market funds.

FSWUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSWUX tax-loss harvesting finds highly correlated but non-identical funds.